PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,421 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q1 2023
Institutional positions in PepsiCo Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,175
- +48 vs. Q4 2022
- Shares held
- 1.06B
- +60.5M (+6.0%) vs. Q4 2022
- Total value
- $183.0B
- +$2.11B (+1.2%) vs. Q4 2022
- New holders
- 152
- 1,362 more added
- Sold out
- 104
- 1,271 more reduced
70 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,421 | $146.5B |
| Q1 2026 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 44,907 | $8.19M | 0.85% | +998+2.3% | Added |
| Chicago Capital, LLC | 44,791 | $8.17M | 0.41% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 44,634 | $8.14M | 0.05% | −321,459−87.8% | Reduced |
| Boston Financial Mangement LLC | 44,633 | $8.14M | 0.32% | +4,667+11.7% | Added |
| Toroso Investments, LLC | 44,488 | $8.11M | 0.27% | +2,062+4.9% | Added |
| Private Trust Co NA | 44,358 | $8.09M | 1.10% | +11,559+35.2% | Added |
| Roundview Capital LLC | 44,077 | $8.04M | 0.84% | +1,141+2.7% | Added |
| RMB Capital Management, LLC | 43,977 | $8.02M | 0.28% | +17,037+63.2% | Added |
| Verity & Verity, LLC | 43,852 | $7.99M | 1.02% | +4,171+10.5% | Added |
| Merit Financial Group, LLC | 43,841 | $7.99M | 0.29% | +1,970+4.7% | Added |
| Peregrine Asset Advisers, Inc. | 43,779 | $7.98M | 7.81% | −4,285−8.9% | Reduced |
| Exchange Traded Concepts, LLC | 43,485 | $7.93M | 0.22% | +3,860+9.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 43,293 | $7.89M | 0.20% | +112+0.3% | Added |
| FRG Family Wealth Advisors LLC | 43,183 | $7.87M | 1.80% | −545−1.2% | Reduced |
| Weiss Asset Management LP | 43,100 | $7.86M | 0.62% | +43,100 | New |
| Parallel Advisors, LLC | 42,833 | $7.81M | 0.26% | +10,253+31.5% | Added |
| Fred Alger Management, LLC | 42,818 | $7.81M | 0.04% | +5,032+13.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 42,743 | $7.79M | 2.48% | −75−0.2% | Reduced |
| Meridian Wealth Management, LLC | 42,538 | $7.75M | 0.68% | +1,781+4.4% | Added |
| Ropes Wealth Advisors LLC | 42,377 | $7.73M | 1.40% | +4,779+12.7% | Added |
| Steel Peak Wealth Management LLC | 42,348 | $7.72M | 0.53% | +35,101+484.4% | Added |
| Palisade Capital Management LLC | 42,083 | $7.67M | 0.21% | −624−1.5% | Reduced |
| Ar Asset Management Inc | 42,009 | $7.66M | 2.06% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 41,888 | $7.64M | 1.39% | +1,436+3.5% | Added |
| Community Bank & Trust, Waco, Texas | 41,640 | $7.59M | 2.41% | −195−0.5% | Reduced |
| Lindbrook Capital, LLC | 41,527 | $7.57M | 0.89% | −1,036−2.4% | Reduced |
| Van Strum & Towne Inc. | 41,433 | $7.56M | 3.23% | +55+0.1% | Added |
| Howland Capital Management LLC | 41,216 | $7.51M | 0.45% | +157+0.4% | Added |
| Stokes Family Office, LLC | 41,182 | $7.51M | 0.94% | −653−1.6% | Reduced |
| Capital Investment Advisors, LLC | 41,067 | $7.49M | 0.22% | −3,782−8.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 41,000 | $7.47M | 0.09% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 40,627 | $7.41M | 2.39% | +1,667+4.3% | Added |
| Davy Global Fund Management Ltd | 40,574 | $7.40M | 1.42% | −1,129−2.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 40,473 | $7.38M | 1.77% | +2,459+6.5% | Added |
| Grassi Investment Management | 40,400 | $7.37M | 0.91% | −7,600−15.8% | Reduced |
| South Dakota Investment Council | 40,368 | $7.36M | 0.16% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 40,197 | $7.33M | 1.31% | −2,216−5.2% | Reduced |
| SeaCrest Wealth Management, LLC | 40,129 | $7.32M | 0.99% | +96+0.2% | Added |
| Trustmark National Bank Trust Department | 40,073 | $7.31M | 0.66% | −245−0.6% | Reduced |
| Lountzis Asset Management, LLC | 40,069 | $7.30M | 4.33% | −50.0% | Reduced |
| Motco | 39,917 | $7.28M | 0.49% | +431+1.1% | Added |
| American Assets Investment Management, LLC | 39,800 | $7.26M | 0.84% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 39,655 | $7.23M | 1.27% | +956+2.5% | Added |
| NTV Asset Management LLC | 39,137 | $7.13M | 1.33% | −700−1.8% | Reduced |
| Pictet Bank & Trust Ltd | 39,068 | $7.12M | 4.96% | −965−2.4% | Reduced |
| SevenBridge Financial Group, LLC | 38,983 | $7.11M | 1.96% | +716+1.9% | Added |
| McKinley Carter Wealth Services, Inc. | 38,843 | $7.08M | 0.55% | −206−0.5% | Reduced |
| Private Wealth Partners, LLC | 38,811 | $7.08M | 0.71% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 38,719 | $7.06M | 1.58% | −340−0.9% | Reduced |
| Pacific Global Investment Management CO | 38,666 | $7.05M | 1.54% | −2,168−5.3% | Reduced |
| Destination Wealth Management | 38,591 | $7.04M | 0.27% | −344−0.9% | Reduced |
| Empirical Finance, LLC | 38,591 | $7.04M | 0.66% | +2,110+5.8% | Added |
| Buckingham Capital Management, Inc. | 38,587 | $7.03M | 1.12% | −311−0.8% | Reduced |
| Jump Financial, LLC | 38,367 | $6.99M | 0.28% | +15,667+69.0% | Added |
| Ibex Wealth Advisors | 38,367 | $6.99M | 1.81% | −9,717−20.2% | Reduced |
| Tufton Capital Management | 38,250 | $6.97M | 1.51% | −238−0.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 38,188 | $6.96M | 0.04% | −900−2.3% | Reduced |
| Equitable Holdings, Inc. | 37,931 | $6.91M | 0.11% | +5,635+17.4% | Added |
| Fiduciary Alliance LLC | 37,838 | $6.90M | 1.73% | +1,936+5.4% | Added |
| Citizens National Bank Trust Department | 37,799 | $6.89M | 1.91% | −1,397−3.6% | Reduced |
| Sandler Capital Management | 37,784 | $6.89M | 1.13% | −37,281−49.7% | Reduced |
| Hills Bank & Trust Co | 37,662 | $6.87M | 0.95% | −1,793−4.5% | Reduced |
| Cypress Capital Group | 37,572 | $6.85M | 1.05% | +2,442+7.0% | Added |
| Bridgeway Capital Management, LLC | 37,338 | $6.81M | 0.18% | +19,258+106.5% | Added |
| Avantax Planning Partners, Inc. | 37,206 | $6.78M | 0.28% | −3,124−7.7% | Reduced |
| L & S Advisors Inc | 37,175 | $6.78M | 0.95% | +7,819+26.6% | Added |
| Ostrum Asset Management | 37,113 | $6.77M | 0.59% | +37,113 | New |
| Kovitz Investment Group Partners, LLC | 37,072 | $6.76M | 0.12% | −2,036−5.2% | Reduced |
| Commonwealth Retirement Investments LLC | 36,851 | $6.72M | 3.98% | +670+1.9% | Added |
| Mattern Capital Management, LLC | 36,781 | $6.71M | 1.18% | +982+2.7% | Added |
| Perkins Coie Trust Co | 36,535 | $6.66M | 2.00% | +709+2.0% | Added |
| Somerville Kurt F | 36,280 | $6.61M | 1.21% | −165−0.5% | Reduced |
| Bridge Creek Capital Management LLC | 36,279 | $6.61M | 2.48% | −40−0.1% | Reduced |
| Albion Financial Group | 36,233 | $6.61M | 0.60% | −280−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 36,107 | $6.58M | 0.21% | −17,012−32.0% | Reduced |
| Hancock Whitney Corp | 36,096 | $6.58M | 0.26% | −5,736−13.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 35,898 | $6.54M | 0.90% | +5,015+16.2% | Added |
| Lafayette Investments, Inc. | 35,883 | $6.54M | 1.81% | −1,248−3.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 35,823 | $6.53M | 0.52% | +3,187+9.8% | Added |
| Stokes Capital Advisors, LLC | 35,752 | $6.52M | 2.21% | +433+1.2% | Added |
| Jackson Hole Capital Partners, LLC | 37,572 | $6.52M | 1.72% | +2,965+8.6% | Added |
| Whitener Capital Management, Inc. | 35,731 | $6.51M | 2.72% | +735+2.1% | Added |
| Northcape Wealth Management, LLC | 35,696 | $6.51M | 2.35% | +21,468+150.9% | Added |
| New Hampshire Trust | 35,653 | $6.50M | 1.74% | −2,239−5.9% | Reduced |
| Marietta Wealth Management, LLC | 35,639 | $6.50M | 1.38% | −521−1.4% | Reduced |
| Icon Wealth Partners, LLC | 35,576 | $6.49M | 0.71% | +35,576 | New |
| Dorchester Wealth Management Co | 35,517 | $6.47M | 1.33% | +97+0.3% | Added |
| Belpointe Asset Management LLC | 35,504 | $6.47M | 0.35% | −87−0.2% | Reduced |
| Pavion Blue Capital, LLC | 35,400 | $6.45M | 3.98% | +262+0.7% | Added |
| Dean Investment Associates, LLC | 35,344 | $6.44M | 1.03% | +1,903+5.7% | Added |
| Raab & Moskowitz Asset Management LLC | 35,288 | $6.43M | 2.35% | −160−0.5% | Reduced |
| Cambridge Trust Co | 35,140 | $6.41M | 0.31% | −1,046−2.9% | Reduced |
| Quantinno Capital Management LP | 35,099 | $6.40M | 0.42% | +1,217+3.6% | Added |
| Geneva Partners, LLC | 35,038 | $6.39M | 5.47% | −1,491−4.1% | Reduced |
| Investment House LLC | 35,026 | $6.39M | 0.52% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $6.38M | 1.97% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 34,947 | $6.37M | 0.61% | −19,993−36.4% | Reduced |
| City Holding Co | 34,943 | $6.37M | 1.15% | +1,149+3.4% | Added |
| Ci Investments Inc. | 34,945 | $6.37M | 0.03% | +9,161+35.5% | Added |
| Eastover Investment Advisors LLC | 34,930 | $6.37M | 3.56% | +59+0.2% | Added |